CAPITAL RESEARCH & CONSULTING LLC

Overview

Capital Research & Consulting LLC is a small, institutionally focused advisory firm that concentrates on managing pooled public-fund exposures for business and institutional clients. The firm’s activity centers on constructing portfolios largely from mutual funds and other public fund vehicles, and it also provides pension consulting-style services and portfolio management for institutional sponsors. Its business model leans toward advisory and consulting relationships rather than discretionary, active security selection — the firm’s filings show a clear preference for delivering modelled or advised allocations implemented through third-party vehicles. The adviser operates under a fixed-fee and other-fee framework and maintains industry relationships with broker-dealers and other investment advisers to deliver custody, trading and implementation. The firm does not position itself as an ESG-focused allocator and its regulatory filings indicate it is not registered as a multistate adviser, despite operating offices in multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices